HWMG
Hurlow Wealth Management Group’s ConocoPhillips COP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $248K | Sell |
2,767
-16
| -0.6% | -$1.44K | 0.07% | 113 |
|
|
2025
Q1 | $292K | Buy |
2,783
+9
| +0.3% | +$945 | 0.09% | 94 |
|
|
2024
Q4 | $275K | Sell |
2,774
-3
| -0.1% | -$298 | 0.09% | 97 |
|
|
2024
Q3 | $292K | Buy |
2,777
+6
| +0.2% | +$632 | 0.09% | 94 |
|
|
2024
Q2 | $317K | Sell |
2,771
-2
| -0.1% | -$229 | 0.11% | 84 |
|
|
2024
Q1 | $353K | Buy |
2,773
+3
| +0.1% | +$382 | 0.12% | 80 |
|
|
2023
Q4 | $322K | Buy |
2,770
+4
| +0.1% | +$464 | 0.12% | 80 |
|
|
2023
Q3 | $331K | Buy |
2,766
+8
| +0.3% | +$958 | 0.14% | 78 |
|
|
2023
Q2 | $286K | Buy |
2,758
+4
| +0.1% | +$414 | 0.12% | 86 |
|
|
2023
Q1 | $273K | Sell |
2,754
-8
| -0.3% | -$794 | 0.13% | 84 |
|
|
2022
Q4 | $326K | Buy |
2,762
+35
| +1% | +$4.13K | 0.17% | 75 |
|
|
2022
Q3 | $279K | Hold |
2,727
| – | – | 0.16% | 73 |
|
|
2022
Q2 | $245K | Hold |
2,727
| – | – | 0.14% | 84 |
|
|
2022
Q1 | $273K | Buy |
+2,727
| New | +$273K | 0.17% | 76 |
|
|
2020
Q1 | – | Sell |
-5,170
| Closed | -$335K | – | 92 |
|
|
2019
Q4 | $335K | Hold |
5,170
| – | – | 0.33% | 73 |
|
|
2019
Q3 | $290K | Sell |
5,170
-370
| -7% | -$20.8K | 0.31% | 77 |
|
|
2019
Q2 | $334K | Sell |
5,540
-170
| -3% | -$10.2K | 0.35% | 67 |
|
|
2019
Q1 | $360K | Sell |
5,710
-143
| -2% | -$9.02K | 0.39% | 58 |
|
|
2018
Q4 | $382K | Buy |
+5,853
| New | +$382K | 0.46% | 48 |
|